SDAM
Shulman DeMeo Asset Management’s INNOVATE Corp VATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,121
| Closed | -$16.4K | – | 135 |
|
|
2024
Q2 | $16.4K | Hold |
27,121
| – | – | ﹤0.01% | 129 |
|
|
2024
Q1 | $19K | Hold |
27,121
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $33.4K | Hold |
27,121
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $43.9K | Hold |
27,121
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $47.5K | Hold |
27,121
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $80.5K | Hold |
27,121
| – | – | 0.03% | 131 |
|
|
2022
Q4 | $50.7K | Hold |
27,121
| – | – | 0.02% | 133 |
|
|
2022
Q3 | $19K | Hold |
27,121
| – | – | 0.01% | 130 |
|
|
2022
Q2 | $47K | Hold |
27,121
| – | – | 0.02% | 135 |
|
|
2022
Q1 | $100K | Hold |
27,121
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $100K | Buy |
+27,121
| New | +$100K | 0.03% | 147 |
|